Ballast Financial Advisors LLC / FBND
Ballast Financial Advisors LLC’s Fidelity Merrimack Str Tr Position
Does Ballast Financial Advisors LLC own Fidelity Merrimack Str Tr (FBND)? Yes — 34.7K shares worth $2M (+1.63% of its 13F portfolio) as of Q1 2026, up from 31.3K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
34.7K
% of Portfolio
+1.63%
Quarters Held
2
currently held
Position History FBND
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ballast Financial Advisors LLC’s full portfolio or all institutional holders of FBND.